• Responsible for organic and inorganic growth of the Max Growth through Branch and franchisee network.• Formulating business plan and ensure execution of strategy through Regional and Area Managers

1. Identify and build relationships with new clients2. To understand clients needs & requirements & accordingly position products and services.3. To coordinate with product & research team for taking investment decision for the clients.4. To recommend strategies clients can use to achieve the financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one point relationship for the client.5. To contact clients periodically & determine if they are satisfied with the service & returns generated. Also to review their investment needs to determine whether market changes, life changes, economic changes /financial performance indicate a need for portfolio reassessment.7. To build & maintain client bases along with relevant comments/remarks for future reference.

Direct Business:-• New acquisition and revenue generations.• Region & Branch profitability.• Drive the sales force to achieve the goals.• Assist & guide the respective branches and regions to make them highly profitable.• Ensure the compliance part of the branches as per exchange guidelines by co ordinating with Compliance Dept.• Investor Awarness programs by co ordinating with corporate communication dept.• Product designing by co ordinating with Stragic department.• Activation of inactive client.• MISFranchisee Business:-• Franchisee Sales:- Acquisition of new franchisee/Master Franchisee. Appointment of Business Development Representative (BDR). Activation of inactive franchisee. Client acquisition. Revenue generation.  Investor meet at franchisee primises. Franchisee meet. Seminars to aware B2B business and make them convert to franchisee. Franchisee Policy formation. KYC & Revenue Monitoring. Selling of WMP products through franchisee network.• Franchisee Operations: Franchisee Sub broker/AP documentation (NSE/BSE/FO/MCX/NCDEX) co ordinating with exchange/ compliance department. Franchisee training. Debtors monitorning. Franchisee payout processing. Compliance Exchange audit of AP/Sub Broker registration. Franchisee Audit. Franchisee Grivances Service & Support by co ordinating with Ops & IT Dept. MIS Activation of inactive client of franchisee. Business Monitoring.• WMP Tieup with difference AMC & Insurance Cos. Revenue generation by selling of WMP products. Servicing & Operations. MIS

• Responsible for organic and inorganic growth of the company through Branch and franchisee network.• Responsible for formulating over all business plan and execution strategy for the same.• Responsible for building up a team

• Responsible for organic and inorganic growth of the LKP through Branch and franchisee network.• Formulating business plan and ensure execution of strategy through Regional and Area Managers

Responsible for organic and inorganic growth of the company through DPnetwork.Responsible for DP business

Developing MARKETING strategy for Depository consisting ofDevelopment, Pricing Strategy and Promotional Strategy.• Developing Corporate Relationship• Responsible for maintaining relationship with HNI Clients.• Responsible for developing internal mechanism to provide excellent customer service.• Responsible for appointing Direct Sales Associate for different Districts.• Responsible for monitoring DSA activities.